Add upsell form data to revenue tracking sheets

Your upsell form submissions often sit unrecorded, leaving revenue and campaign attribution out of your reporting. It writes rows to your finance and ads tracking sheets so reports update same day.

Overview

When upsell submissions are left unrecorded, controllers and campaign managers lack same-day revenue and attribution visibility. This workflow captures each completed upsell form, enriches it with contact and UTM data, and writes reconciled rows into your finance and ads sheets so stakeholders see closes and attribution the same day.